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State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX

161 hedge funds and large institutions have $439M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

63% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 35

5% more funds holding

Funds holding: 153 → 161 (+8)

16% less capital invested

Capital invested by funds: $523M → $439M (-$84.7M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

23.85% less ownership

Funds ownership: 135.77% → 111.92% (-24%)

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
18
Increased
57
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$10.1M
2
Betterment LLC
Betterment LLC
New York
+$8.2M
3
PS
Portfolio Strategies
New York
+$6.65M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$3.88M
5
HI
Harbour Investments
Wisconsin
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
CIA
Choate Investment Advisors
Massachusetts
-$12.8M
2
Bank of America
Bank of America
North Carolina
-$1.83M
3
IMC Chicago
IMC Chicago
Illinois
-$1.26M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.08M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$951K
Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
101
Monterey Private Wealth
California
$267K +$272K +7,467 New
EPP
102
ETF Portfolio Partners
Kansas
$254K -$3.72K -102 -1%
SHGA
103
Sand Hill Global Advisors
California
$246K – – –
CHAM
104
Clear Harbor Asset Management
Connecticut
$239K +$247K +6,759 New
NEWAS
105
N.E.W. Advisory Services
Wisconsin
$230K – – –
PWLP
106
Prio Wealth Limited Partnership
Massachusetts
$228K +$10.9K +300 +5%
PJSIMP
107
P.J. Schmidt Investment Management (PJS)
Wisconsin
$226K – – –
FCM
108
Fortis Capital Management
Washington
$224K +$230K +6,315 New
PCFFS
109
Pacific Center for Financial Services
California
$219K +$219 +6 +0.1%
FP
110
Fiduciary Planning
Florida
$217K +$547 +15 +0.2%
RJFSA
111
Raymond James Financial Services Advisors
Florida
$213K -$33.4K -915 -13%
SSCA
112
South Shore Capital Advisors
Massachusetts
$213K +$547 +15 +0.2%
Brown Advisory
113
Brown Advisory
Maryland
$208K – – –
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$205K – – –
TIM
115
Tortoise Investment Management
New York
$201K – – –
AssetMark Inc
116
AssetMark Inc
California
$178K +$2.41K +66 +1%
4FG
117
4Thought Financial Group
New York
$154K -$7.22K -198 -4%
AWA
118
Arkadios Wealth Advisors
Georgia
$133K – – –
SWM
119
Selective Wealth Management
Virginia
$116K – – –
ST
120
Smithfield Trust
Pennsylvania
$114K – – –
Fidelity Investments
121
Fidelity Investments
Massachusetts
$110K -$6.24K -171 -5%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$108K +$985 +27 +0.9%
Citigroup
123
Citigroup
New York
$90K – – –
WT
124
Washington Trust
Rhode Island
$90K – – –
GWM
125
Geneos Wealth Management
Colorado
$89K – – –
3 4
5
6 7

SPYX Hedge Fund Activity: Q3 2021 in Review

161 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q3 2021, worth a combined $439M — down 16% from $523M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 8 closed out — a net gain of 10 holders — while 57 added to existing stakes and 35 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $10.1M. The largest seller was Choate Investment Advisors, cutting an estimated $12.8M.

  • 161 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2021, up from 153 in Q2 2021.
  • Funds reported $439M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2021, down 16% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2021 and 8 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2021 was Bank of New York Mellon, an estimated $10.1M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2021 was Choate Investment Advisors, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2021.